See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,481 | $60,892-89.4% | $82,389-92.1% | $84,808-92.4% |
| Participation rate | 73.2% | 63.3%+9.9pp | 69.5%+3.6pp | 68.3%+4.9pp |
| Annual return | 19.40% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $389 | $1,779-78.1% | $2,517-84.6% | $2,631-85.2% |
| Participant deferral / active EE | $1,611 | $3,179-49.3% | $4,155-61.2% | $4,212-61.8% |
| Admin fee / account holder | $1,166 | $5,467-78.7% | $7,231-83.9% | $7,344-84.1% |